Our Team
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Wende Headley
Chief Executive Officer, Partner, Advisor
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Darius Gagne
Chief Investment Officer, Partner, Advisor
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Beth Greulich
Chief People Officer, Partner, Advisor
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Scott Swanson
Chief Operating Officer, Partner, Advisor
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David DeWolf
Chief Financial Officer, Partner, Advisor
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John Eing
Chief Strategy Officer, Partner, Advisor
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Kimberly Helm
Financial Advisor
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Tracy Shemano
Client Experience Director
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Matt Higgins
Financial Advisor
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Ryan Balderian
Director of Investments and Trading, Partner
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Jho Malicdan
Sr. Client Experience Associate
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Sean Murray
Chief Compliance Officer, VP of Finance
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Allie Long
Sr. Client Experience Associate